Add an Agent

You can add an agent from the Agents view. To add an agent use the following procedure.

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Agents.
  3. In the Agents view, click Add an Agent.
  4. In the Add an Agent view, enter the agent data in all required fields.

    Required fields include an asterisk next to their label.

  5. If the profile represents a team, enter both names in the Name text box and select the Team check box.

    (info) For team profiles, the system changes the voice of automatic email messages to plural, for example by using "we" instead of "I."

  6. For Existing Email, enter an email address that is not part of the Market Leader system.
  7. If you do not want an agent to receive contacts from advertising, clear the Include in Rotation check box.
  8. If you do not want an agent featured on the Meet Page, clear the Meet Page check box.

    (info) If there are more than 20 agents flagged to appear on the meet page, the Meet Page format changes to a condensed view, where the customer clicks on an agent name to view a profile.

  9. If you want to disable login to a Market Leader account, clear the Account Access check box.
  10. If you want to exclude an agent from the First Call rotation, clear the First Call check box.
  11. Click Save.

    Once you have clicked Save, the system sends a welcome email with login credentials, so the agent can log into the system.

(lightbulb) Include a picture for every agent. When contacts see a photo, they are more likely to make contact. Each photo should be a JPEG that is 130 pixels tall and 100 pixels wide and must be less than 8 MBs in size.

Resending Login Credentials

If an agent forgets their login credentials, you can resend them. To resend the login credentials, use the following procedure.

  1. In the Agents view, click an agent name.

    If you do not see the name, use the Find Agents search box. You can search on either first or last name. When you click a name, the system opens an agent profile view.

  2. In the agent Profile view, click Resend Welcome Email.
  3. The system sends the welcome email to the External Email address which is not part of the Market Leader system.

See Also